Salesforce Slack All Grown Up

• Agentforce in Slack: The new user interface (UI) for Agentforce enables teams to interact with their data, extract insights, and execute tasks directly within Slack. Users can communicate in natural language to receive responses grounded in both structured CRM data and unstructured conversational inputs. Agentforce can provide status updates on opportunities and cases, suggest next steps, draft emails and action plans, and share information via direct messages or channels.
• Third-Party AI Agents: Users can now build custom agents using purpose-built APIs or install third-party agents from the Slack Marketplace. New offerings include partners such as Adobe Express, Cohere, and upcoming additions from Anthropic, Amazon Q Business, Perplexity, IBM, Asana, Box, Workday, and Writer.
• Salesforce Channels Integration: Salesforce channels now bring CRM data, including opportunities, cases, and custom objects, directly into Slack. Users can edit and update CRM data within Slack and access Slack AI conversation summaries in Salesforce channels to review key highlights. Metadata mapping ensures that Salesforce channels comply with user permissions, and users can easily set up templated channels for specific projects, such as managing tasks or gathering feedback.
• Enhanced Templates and Guidance: The Templates hub in Slack offers solutions with best practice guidance for various tasks and projects. Users can generate new channels tailored to specific needs, complete with pre-set canvases, lists, and automated workflows.
• AI-Powered Functionality: Slack now includes advanced AI features for search and automation. Slack AI provides improved search results, generates answers from various file types, and leverages retrieval-augmented generation (RAG) to enhance data retrieval.
• Collections and Workflow Automation: Slack offers ready-to-use collections of templated channels, canvases, lists, and workflows. AI Workflow Builder now supports simple conversational prompts, allowing users to create and automate workflows effortlessly. Features include a new summarize channel step for recurring updates.

Salesforce Inc. has introduced Slack Lists, a new feature designed to transform Slack from a simple collaboration tool into a comprehensive project management platform. Initially rolling out in select regions, Slack Lists will soon be available to all paid Slack users, integrating project and task management directly into the Slack interface. Salesforce Announces Slack Lists for Project Management.

Enterprises leverage Slack to streamline their marketing efforts and accelerate time-to-market. By harnessing the power of Slack, Salesforce marketers enhance productivity and collaboration within their teams. According to Salesforce’s State of Marketing report, 90% of CMOs emphasize the importance of ongoing innovation to maintain competitiveness in the market.

By leveraging automation and integrations, Salesforce marketers focus on strategic initiatives rather than daily tasks. Slack’s Workflow Builder enables teams to automate routine tasks, freeing up time for more impactful work. Moreover, channels in Slack serve as a central hub for aligning marketing teams, facilitating brainstorming, decision-making, and collaboration. Slack Fuels Productivity by connecting the teams and the processes.